WFG Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $132K | Buy |
1,568
+438
| +39% | +$36.9K | 0.03% | 464 |
|
|
2017
Q1 | $89K | Sell |
1,130
-273
| -19% | -$21.5K | 0.02% | 501 |
|
|
2016
Q4 | $104K | Sell |
1,403
-149
| -10% | -$11K | 0.03% | 513 |
|
|
2016
Q3 | $99K | Buy |
1,552
+35
| +2% | +$2.23K | 0.02% | 520 |
|
|
2016
Q2 | $92K | Buy |
1,517
+613
| +68% | +$37.2K | 0.02% | 519 |
|
|
2016
Q1 | $55K | Buy |
904
+5
| +0.6% | +$304 | 0.02% | 637 |
|
|
2015
Q4 | $63K | Buy |
899
+102
| +13% | +$7.15K | 0.02% | 594 |
|
|
2015
Q3 | $59K | Sell |
797
-266
| -25% | -$19.7K | 0.02% | 591 |
|
|
2015
Q2 | $83K | Sell |
1,063
-1,595
| -60% | -$125K | 0.02% | 583 |
|
|
2015
Q1 | $208K | Sell |
2,658
-3,027
| -53% | -$237K | 0.06% | 339 |
|
|
2014
Q4 | $529K | Buy |
5,685
+236
| +4% | +$22K | 0.11% | 209 |
|
|
2014
Q3 | $477K | Buy |
5,449
+29
| +0.5% | +$2.54K | 0.09% | 265 |
|
|
2014
Q2 | $514K | Buy |
5,420
+43
| +0.8% | +$4.08K | 0.1% | 252 |
|
|
2014
Q1 | $484K | Sell |
5,377
-10,922
| -67% | -$983K | 0.1% | 251 |
|
|
2013
Q4 | $1.48M | Buy |
16,299
+94
| +0.6% | +$8.53K | 0.21% | 120 |
|
|
2013
Q3 | $1.22M | Sell |
16,205
-1,498
| -8% | -$113K | 0.19% | 136 |
|
|
2013
Q2 | $1.32M | Buy |
+17,703
| New | +$1.32M | 0.22% | 118 |
|